In just 4 to 5 meetings conducted over 6 to 10 weeks, Jeremy Kisner Wealth Management will help you eliminate financial stress so you can enjoy greater wealth and more retirement income.
Here’s how our retirement planning process works:
After just 5 meetings you’ll see results.
You will have clarity on your highest priorities and the changes you can make (financial and otherwise) to live a more fulfilling life. Together, we will have determined the best way to structure your assets to achieve your goals. This includes a recommended investment plan, how accounts need to be set up and titled, naming beneficiaries, and buying, selling or refinancing assets.
And most importantly, you’ll be ready to enjoy your freedom!